Successful completion of a transaction requires a well considered plan that combines strategy and tactics delivered by an experienced and proven execution team.

Ocean Partners' senior advisory team has advised many family business owners on a variety of important areas including:

Business Transactions

Developing transaction strategies to originate and execute value working with business owners and their management to develop transaction strategies to originate and execute value adding mergers, acquisitions or divestments; 

Succession Planning

Planning for family business succession, balancing the need for the owners to unlock capital from the business while also addressing objectives around family investment diversification, desire to plan intergenerational transfer of the family business ownership and managing the founders desire for business ownership continuity.  

Capital Structure

Optimising debt and equity structures for business's to ensure that they have access to adequate capital to to meet growth objectives, while ensuring that their capital mix reflects the relative costs of equity and debt.  

Thorough challenging of business decision making processes will help business owners and senior management teams to ensure actionable financing and strategic decisions will become value enhancing decisions.     

Selecting an advisor with the relevant experience is imperative and we consider that you will find an early discussion with Ocean Partners beneficial.

Family Business - Succession Planning Webinar

Wednesday 9 August, 2017 at 7:30 PM (NZST)



Managing the succession of family businesses is a challenging task which many business owners are  scrambling to obtain current and up-to-date process information on.

New Zealand has a high incidence of entrepreneurs who hit of population in comparison with other OECD countries.

New Zealanders have also traditionally had poor savings records.

As a result, many New Zealand families will have much of their  family wealth  tied up in the family business.

While it may be the dream of many New Zealand business owners to have the next generation take the reins to the family business,  an inability to release sufficient capital for the founders  to retire may make this problematic.  Furthermore, families which have some children working in the family and others carving a career path elsewhere often provides for a difficult decision-making process if all children are  to be treated equally.

Statistics from a recent succession planning survey suggest that  business owners on average would have been in business 23 years and have 2.2 children in their late 30s when the business is sold.  

It is highly probably that  families made financial sacrifices when the business was started and the children were in their formative teen years. 

If the business owners are successful in completing a sale of the business to an external party and creating a 'cash liquidity event' there is an equally high probability that children will come looking for "cash to buy a new house, new car or a new boat". 

The complexity of succession planning for a family business is often underestimated.  

Join us for this Family Business - Succession Planning Webinar as we cover some of the key issues and suggest ways that they may be addressed.


Working with families and the businesses they own to create value and develop the structures to ensure this wealth is available for future generations. 


Managing money for the family brings great responsibility - both in terms of managing investments and in developing plans to ensure the successful transition of wealth to future generations. 

At Ocean Partners, we work with families to address the issues on establishing investment plans, managing managers, developing intergeneration wealth transition plans, advise on governance and assist families to develop and manage their philanthropy goals.

With many families looking to simplify their family business structures, we provide centralised governance, administrative and  reporting services. 

Family Office Membership

Apply for membership to Ocean Partners Family Office and receive thought leadership and best practice updates.